Business List: Wealth Managers in Tacoma

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Joseph A Dinelt - Morgan Stanley 2727 Hollycroft St Suite 330, Gig Harbor, WA 98335
25385xxxx5 acc**********@m************.com
Jared P. O'Neal - Morgan Stanley 1301 A St Suite 300, Tacoma, WA 98402
25359xxxx9 acc**********@m************.com
Key Private Bank 1101 Pacific Ave Fl 2nd, Tacoma, WA 98402
25330xxxx4 abe***********@k**.com
Mickelson Wealth Management 2518 Bridgeport Way W, University Place, WA 98466
25356xxxx8 c18*****************************@s*****.wixpress 5 3
Behm Financial ~ Ken Behm ~ Financial Planning For Educators & Administrators 4424 6th Ave #1A, Tacoma, WA 98406
25364xxxx7 ken@b************.com 5 1
Commencement Financial Planning, LLC 6521 Flanegan Rd W, Lakewood, WA 98499
25382xxxx2 jls@c*********.com 4.8 23
Investors Portfolio Services 2832 S Meridian # 201, Puyallup, WA 98373
25377xxxx8 hal****@i*************************.com 5 8 225 5 246
Seneschal Family Office 2323 N 30th St #200, Tacoma, WA 98403
25346xxxx0 inf*@s********************.com 25
Jason Ledesma - Private Wealth Advisor, Ameriprise Financial Services, LLC 2702 S 42nd St #204, Tacoma, WA 98409
25347xxxx0 ang**********@a***.com
Charles Schwab 1148 Broadway UNIT 110, Tacoma, WA 98402
25338xxxx6 app*******************@s*****.com 3.1 23
Soundview Financial Group, Inc. 3643 N Pearl St, Tacoma, WA 98407
25329xxxx5 jos*@s**********.com
U.S. Bancorp Investments - Financial Advisors: Tacoma 9310 Bridgeport Way SW, Tacoma, WA 98335
25385xxxx8 aar************@u*****.com 345318 5429 348000
Thomas Capital Group Inc 3312 Rosedale St NW Suite 203 B, Gig Harbor, WA 98335 25377xxxx7
Raymond James Gig Harbor, WA 98335
25385xxxx7 aar************@r***********.com 17485 18000
The Golden Stone Group - Morgan Stanley 1301 A St Suite 300, Tacoma, WA 98402
25387xxxx8 ade***********@m************.com
Merrill Lynch Financial Advisor Tammy Cole 1201 Pacific Ave #1800, Tacoma, WA 98402
25359xxxx9 ban********************@m*.com
Edward Jones - Financial Advisor: Laura M Linman 3813 6th Ave, Tacoma, WA 98406
25376xxxx1 a.j*********@e**********.com 212 216
Edward Jones - Financial Advisor: Jania L Watkins, CFP®|AAMS™|CRPC™ 22 N Tacoma Ave, Tacoma, WA 98403
25362xxxx7 a.j*********@e**********.com 100 102
Eaglecrest Financial Group - Ameriprise Financial Services, LLC 2702 S 42nd St #204, Tacoma, WA 98409
25347xxxx0 ang**********@a***.com
Trenton Rohm - Morgan Stanley 1301 A St Suite 300, Tacoma, WA 98402
25359xxxx5 acc**********@m************.com
Westgate Capital Consultants, LLC 3560 Bridgeport Way W Suite 3G, University Place, WA 98466
25375xxxx0 adv****@w**************.com
Maclean Wealth Planning 1201 Pacific Ave #600, Tacoma, WA 98402
25350xxxx1 chi***@m********************.com 5 2
Rick R Larson - Morgan Stanley 2727 Hollycroft St Suite 330, Gig Harbor, WA 98335
25385xxxx5 acc**********@m************.com
Financial Insights Wealth Management 1551 Broadway 6th Floor, Tacoma, WA 98402
25362xxxx0 ali@f****************.com 5 2 439 231 453
Chelsey Tabion - Morgan Stanley 1301 A St Suite 300, Tacoma, WA 98402
25359xxxx8 acc**********@m************.com
Gig Harbor Financial Services 4423 Point Fosdick Dr, Gig Harbor, WA 98335
25385xxxx5 bri**@g*************************.com
Edward Jones - Financial Advisor: Remington A Scovel, AAMS™ 5005 Center St ste g, Tacoma, WA 98409
25356xxxx8 a.j*********@e**********.com 5 1
Merrill Lynch Financial Advisor Alexandra Grenier 1201 Pacific Ave #1800, Tacoma, WA 98402
25359xxxx0 ale************@m*.com
Bowen Scott - Financial Advisor, Ameriprise Financial Services, LLC 1201 Pacific Ave #1250, Tacoma, WA 98402
25362xxxx0 bow********@a***.com
Stifel 909 A St Suite 800, Tacoma, WA 98402
25334xxxx7 3d@s*****.com 4761 5200
James M Aquino - Morgan Stanley 1301 A St Suite 300, Tacoma, WA 98402
25359xxxx0 acc**********@m************.com
Columbia Wealth Advisors - Raymond James 1301 A Street, Suite 800, Tacoma, WA 98402
87730xxxx6 aar************@r***********.com 17485 18000
Fiduciary Counseling Inc 1145 Broadway #1500, Tacoma, WA 98402 25327xxxx6
Mary Denise McGonigal - Morgan Stanley 1301 A St Suite 300, Tacoma, WA 98402
25359xxxx0 acc**********@m************.com
Edward Jones - Financial Advisor: Michael P Batt 6450 Tacoma Mall Blvd Suite 2A, Tacoma, WA 98409
25347xxxx0 a.j*********@e**********.com 5 1 87502 100000
Bill Pickles - Financial Advisor, Ameriprise Financial Services, LLC 505 Broadway UNIT 400, Tacoma, WA 98402
25375xxxx3 dns*****@a***.com
Merrill Lynch Financial Advisor Susan C Swope 1201 Pacific Ave #1800, Tacoma, WA 98402
88834xxxx7 ale******@m*.com
Penny Lane Financial 1804 W Union Ave #202, Tacoma, WA 98405
25332xxxx7 baf*****************************@s*****.wixpress 4.6 17 4.4 6 282 290
Therese Stewart - Raymond James 3202 Harborview Dr Suite A, Gig Harbor, WA 98335
25385xxxx3 aar************@r***********.com
Beacon Northwest Group - Morgan Stanley 1301 A St Suite 300, Tacoma, WA 98402
25359xxxx0 acc**********@m************.com
Joe Davis - Thrivent 3413 56th St C, Gig Harbor, WA 98335 25357xxxx0
Steven Fattorini - TIAA Wealth Management Advisor 1102 A St Suite 317, Tacoma, WA 98402
86692xxxx1 acc**********@t***.org 90944 525 91000
Thrivent- Joe Davis MBA, RICP®️, CLTC®️, BFA ️ 3413 56th St C, Gig Harbor, WA 98335 36077xxxx1
Michael Lumsden 1201 Pacific Ave Suite 1500, Tacoma, WA 98402
25327xxxx8 gar*********@r**.com
Merrill Lynch Wealth Management 1201 Pacific Ave #1800, Tacoma, WA 98402
25359xxxx1 bro*********@m*.com 2.8 5
Madrona Financial 1201 Pacific Ave #600, Tacoma, WA 98402
84462xxxx2 and****@m***************.com 2 1
FLS Financial Group, LLC 2302 S Union Ave Ste C29, Tacoma, WA 98405
25325xxxx0 con****@f****************.com
Summit Wealth Management 3010 Harborview Dr # 301, Gig Harbor, WA 98335
25385xxxx4 ed@s**********.com 5 4 87 42 92
TIAA Financial Services 1201 Pacific Ave Suite 648, Tacoma, WA 98402
86692xxxx1 acc******************@t***.org 90944 525 91000
Warren Child - UBS Financial Services Inc. 1145 Broadway 14th Floor, Tacoma, WA 98402
25342xxxx5 abc*******@u**.com
Paula OConnor - RBC Wealth Management Financial Advisor 1201 Pacific Ave Suite 1500, Tacoma, WA 98402
25327xxxx0 wms**********@r**.com 14788 16000
Benchmark Plus 820 A St #700, Tacoma, WA 98402 25357xxxx7
DecisionPoint Financial 5727 Baker Way NW #107, Gig Harbor, WA 98332
25388xxxx3 ani**@d*********.com 5 10
David Cook - Branch Manager, Ameriprise Financial Services, LLC 1201 Pacific Ave Ste 1250, Tacoma, WA 98402
25376xxxx7 car************@a***.com 4.2 5 173
Edward Jones 3010 Harborview Dr UNIT 201, Gig Harbor, WA 98335 25385xxxx1
Ostlund Wealth Group LLC 4115 Bridgeport Way W Suite D, University Place, WA 98466 25356xxxx6 5 1
Northwest Advisor Group 10209 Bridgeport Way SW d10, Tacoma, WA 98499
25358xxxx4 abc**@p*********.com 5 2
Tristan Coudriet - Financial Advisor, Ameriprise Financial Services, LLC 2702 S 42nd St #204, Tacoma, WA 98409
25347xxxx0 ang**********@a***.com
Bulwark Capital Management 1001 S Yakima Ave, Tacoma, WA 98405
25350xxxx5 ale***@b*****************.com 4.3 7 154 168
Michael A Hart - Morgan Stanley 1301 A St Suite 300, Tacoma, WA 98402
25387xxxx6 acc**********@m************.com
Ryan Harrigan - Morgan Stanley 1301 A St Suite 300, Tacoma, WA 98402
25387xxxx3 ade***********@m************.com
Sound Financial Investments Inc 4301 S Pine St Ste 363, Tacoma, WA 98409
25323xxxx3 eri*@s*****.com
Harbor Wealth Management 5801 Soundview Dr #250, Gig Harbor, WA 98335
25385xxxx4 dan@h*********************.com 5 1
Ark Wealth Management - Ameriprise Financial Services, LLC 2323 N 30th St, Ste 100, Tacoma, WA 98403
25330xxxx7 ark****************@a***.com 5 2
RCM Wealth Management 3318 Bridgeport Way W B, University Place, WA 98466
25339xxxx2 inf*@r******************.com
Edward Jones - Financial Advisor: Jeff Allen 2915 McCarver St Suite 101, Tacoma, WA 98403
25357xxxx7 a.j*********@e**********.com 5 1 87502 100000
The Evergreen Harbor Group - Morgan Stanley 2727 Hollycroft St Suite 330, Gig Harbor, WA 98335
25385xxxx1 acc**********@m************.com
Merrill Lynch Financial Advisor Matthew D Weber 1201 Pacific Ave #1800, Tacoma, WA 98402
25359xxxx6 ban********************@m*.com
JB Wilson - Financial Advisor, Ameriprise Financial Services, LLC 505 Broadway UNIT 400, Tacoma, WA 98402
25375xxxx3 dns*****@a***.com 5 1
Rick North - Thrivent 5790 Soundview Dr Ste 201A, Gig Harbor, WA 98335
25385xxxx1 abc*******@t*******.com
TriFound 4301 S Pine St Ste 363, Tacoma, WA 98409
80072xxxx7 ape**@t*******.com 1 1
Puget Sound Financial Strategies 4301 S Pine St Ste 363, Tacoma, WA 98409
25323xxxx3 eri*@p************.com 4.6 11
Kevin Tefft - Financial Advisor, Ameriprise Financial Services, LLC 1201 Pacific Ave Ste 1250, Tacoma, WA 98402
25376xxxx9 car************@a***.com
Edward Jones - Financial Advisor: Adam A Gulley 11114 Pacific Ave S Ste D, Tacoma, WA 98444
25353xxxx2 a.j*********@e**********.com 4.5 2 87502 100000
Edward Jones - Financial Advisor: Jason Light, CFP®|ChFC®|AAMS™|ADPA™ 3560 Bridgeport Way W Ste 3-C, University Place, WA 98466
25356xxxx8 a.j*********@e**********.com 5 1 87502 100000
Capital Management Advisors 738 Broadway Suite #301, Tacoma, WA 98402
25330xxxx4 cma@c*******.com 3.1 44
Cornerstone Financial Strategies 505 Broadway UNIT 400, Tacoma, WA 98402
25375xxxx3 bra********@a***.com 5 2 141 22 140
UBS Financial Services Inc. 1145 Broadway Suite 1400, Tacoma, WA 98402
25327xxxx1 3d@l****.ubs 3 4
Mickey Portnoy - UBS Financial Services Inc. 1145 Broadway 14th Floor, Tacoma, WA 98402
25342xxxx0 abc*******@u**.com
Principal Financial Group 4301 S Pine St Suite 30-10, Tacoma, WA 98409
36079xxxx4 a.s****@p********.com 4.8 5 68205 254 70000
Benjamin T. Willey III - Morgan Stanley 2727 Hollycroft St Suite 330, Gig Harbor, WA 98335
25385xxxx6 acc**********@m************.com
Russell Kurt Darneille - Financial Advisor, Ameriprise Financial Services, LLC 2702 S 42nd St #204, Tacoma, WA 98409
25347xxxx0 dns*****@a***.com 5 1
Michael Silvernagel - UBS Financial Services Inc. 1145 Broadway 14th Floor, Tacoma, WA 98402
25342xxxx2 3d@a*******.ubs
Johnson Wealth Advisors 7403 Lakewood Dr W #5, Lakewood, WA 98499
25335xxxx2 ang***@j********************.com 5 2
Bright Road Wealth Management, LLC 1102 A St, Tacoma, WA 98402
25361xxxx5 bri**@b***************.com 133 148
Joey R Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC 1201 Pacific Ave #1250, Tacoma, WA 98402
25375xxxx0 abi*************@a***.com 151
Kimball Creek Partners 917 Pacific Ave # 407, Tacoma, WA 98402
80049xxxx5 adm**@k*******************.com 5 1 508 501
Financial Advisory Partners
25388xxxx5 ann********@f**********.com
Soundview Group - UBS Financial Services Inc. 1145 Broadway 14th Floor, Tacoma, WA 98402
25342xxxx3 abc*******@u**.com
Symmetry Financial Group Tacoma 7304 Lakewood Dr W Suite 22, Lakewood, WA 98499
25330xxxx7 sfg******@g****.com 5 5
Garth Conner - RBC Wealth Management Financial Advisor 1201 Pacific Ave Suite 1500, Tacoma, WA 98402
25327xxxx7 gar*********@r**.com 5 1
Arrowroot Family Office 950 Broadway Suite M100, Tacoma, WA 98402
25385xxxx7 dan***@a********************.com
Raymond James Financial Services 1919 N Pearl St, Tacoma, WA 98406
25387xxxx6 aar************@r***********.com 17485 18000
Northwestern Mutual 1201 Pacific Ave Suite 500, Tacoma, WA 98402 25397xxxx8 3 2
The Smalley Berman Group - Morgan Stanley 2727 Hollycroft St Suite 330, Gig Harbor, WA 98335
25385xxxx1 acc**********@m************.com
Wells Fargo Advisors 3607 6TH AVE, TACOMA, WA 98406
25375xxxx0 aar**********@w*********.com 153316 11
Edward Jones - Financial Advisor: Rick Gray, CFP®|AAMS™ 2102 N Pearl St Suite 107, Tacoma, WA 98406
25375xxxx3 a.j*********@e**********.com
Cascade View Wealth Management - Ameriprise Financial Services, LLC 1201 Pacific Ave, Ste 1250, Tacoma, WA 98402
25375xxxx0 cas************************@a***.com 151
Dean Robert Matz - Financial Advisor, Ameriprise Financial Services, LLC 2702 S 42nd St #204, Tacoma, WA 98409
25347xxxx0 dea********@a***.com
Portfolio Strategies, Inc. 1724 W Union Ave # 200, Tacoma, WA 98405
25338xxxx6 cha****@p********.com 4 2
Lance D. Rummel - Morgan Stanley 2727 Hollycroft St Suite 330, Gig Harbor, WA 98335
25385xxxx1 acc**********@m************.com
Stolz and Associates, PS 3102 Ruston Way a, Tacoma, WA 98402
25327xxxx1 and*@s*********.com 259 7 285
Gould Capital 2323 N 31st St STE 100, Tacoma, WA 98403
25327xxxx8 cha**********@g***********.net
CB Financial Services 1301 A St #800, Tacoma, WA 98402 25330xxxx0
Peter R Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC 1201 Pacific Ave #1250, Tacoma, WA 98402
25375xxxx0 dns*****@a***.com
Raymond Schmidtke - Morgan Stanley Financial Advisor 1301 A St Suite 300, Tacoma, WA 98402
25359xxxx7 acc**********@m************.com
Merit Financial Advisors, LLC 1919 N Pearl St B-2, Tacoma, WA 98406
25327xxxx8 ada*@m*********************.com
Richard Devlin - Financial Advisor, Ameriprise Financial Services, LLC 1201 Pacific Ave #1250, Tacoma, WA 98402
25376xxxx6 dns*****@a***.com 5 1
Columbia River Advisors 1927 Dock St, Tacoma, WA 98402
25358xxxx1 6d1*************************************@w*****************.com
Chris McCulloch - Financial Advisor, Ameriprise Financial Services, LLC 2323 N 30th St #100, Tacoma, WA 98403
25331xxxx7 dns*****@a***.com
U.S. Bancorp Investments - Financial Advisors: Gig Harbor 7101 Stinson Ave, Gig Harbor, WA 98335
25385xxxx8 aar************@u*****.com 345318 5429 348000
Edgewater Wealth Management 2115 N 30th St #102, Tacoma, WA 98403
25324xxxx0 ade********@n*.com 5 1
Wells Fargo Advisors 1201 Pacific Ave #1100, Tacoma, WA 98402
25327xxxx0 and**********@w*****************.com 188262 189000
Wilson Albers 1201 Pacific Ave Ste 2025, Tacoma, WA 98402
25327xxxx1 abb**@a*******.com
Stephen Rouner - Financial Advisor, Ameriprise Financial Services, LLC 1201 Pacific Ave #1250, Tacoma, WA 98402
25350xxxx3 dns*****@a***.com
U.S. Bancorp Investments - Financial Advisors: Tacoma 3916 N 26th St, Tacoma, WA 98407
25375xxxx7 aar************@u*****.com 4 1 345318 5429 348000
Bright Road Wealth Management, LLC 1102 A St Suite 300 #35, Tacoma, WA 98402
25361xxxx5 bri**@b***************.com 3.7 3 133 148
11th Bridge Group - Morgan Stanley 1301 A St Suite 300, Tacoma, WA 98402 25359xxxx0
Householder Group 6927 Lakewood Dr W C3, Tacoma, WA 98467
25327xxxx0 aar************@h***************.com
Sound Wealth Partners 7195 Wagner Way NW, Gig Harbor, WA 98335
25347xxxx7 and***@s******.com
Private Wealth Management | U.S. Bank 1501 Commerce St, Tacoma, WA 98402
25339xxxx3 aar************@u*****.com 345318 5429 348000
Financial Insights Wealth Management 1551 Broadway, Tacoma, WA 98402
25362xxxx0 ali@f****************.com 5 2 439 231 453
Perry Menard - UBS Financial Services Inc. 1145 Broadway 14th Floor, Tacoma, WA 98402
25342xxxx9 abc*******@u**.com
Cannon Wealth Management, LLC 505 S. 336th Street Fountain Plaza, Suite 320, Federal Way, WA 98003
25394xxxx0 can***@c***********.com
Morgan Stanley Financial Advisors 1301 A St Suite 300, Tacoma, WA 98402 25359xxxx0 4.3 3
Senior Retirement Advisors 4301 S Pine St Suite 628, Tacoma, WA 98409
25356xxxx1 jan**@s**********************.com 3 4
Edward Jones - Financial Advisor: Eugene J Brown, CFP®|AAMS™|CRPC™|CRPS™ 3713 Pacific Ave, Ste D, Tacoma, WA 98418
25347xxxx7 a.j*********@e**********.com 5 2 87502 100000
Merrill Lynch Financial Advisor Jonathan Jepsen 1201 Pacific Ave #1800, Tacoma, WA 98402
25359xxxx7 ari*********@m*.com
The Quantum Group - UBS Financial Services Inc. 1145 Broadway 14th Floor, Tacoma, WA 98402
25329xxxx1 abc*******@u**.com
Conner Wealth Management Group 1201 Pacific Ave Suite 1500, Tacoma, WA 98402
25327xxxx7 wms**********@r**.com 14788 16000
D Chris Zocco, CFP® - UBS Financial Services Inc. 1145 Broadway 14th Floor, Tacoma, WA 98402
25342xxxx3 abc***@u**.com
Elizabeth Peterson - Morgan Stanley 1301 A St Suite 300, Tacoma, WA 98402
25359xxxx3 acc**********@m************.com
B Cox Planning 4423 Point Fosdick Dr #208, Gig Harbor, WA 98335
25385xxxx7 bev@b***********.com
Merrill Lynch Financial Advisor Eric Zawilski 1201 Pacific Ave #1800, Tacoma, WA 98402
25359xxxx5 ban********************@m*.com
Wes Niblack - Financial Advisor, Ameriprise Financial Services, LLC 2323 N 30th St #100, Tacoma, WA 98403
25331xxxx7 ark****************@a***.com
Bill Peabody, CFP - UBS Financial Services Inc. 1145 Broadway 14th Floor, Tacoma, WA 98402
25342xxxx6 ade********@u**.com
Brad Berger - Financial Advisor, Ameriprise Financial Services, LLC 505 Broadway UNIT 400, Tacoma, WA 98402
42541xxxx3 bra********@a***.com 141 22 140
Darlene S Poch - Financial Advisor, Ameriprise Financial Services, LLC 1201 Pacific Ave #1250, Tacoma, WA 98402
25350xxxx1 dar*********@a***.com 1 1 54
Merrill Lynch Financial Advisor Christopher S Fuson 1201 Pacific Ave #1800, Tacoma, WA 98402
25359xxxx4 ban********************@m*.com
Quang Bui - UBS Financial Services Inc. 1145 Broadway 14th Floor, Tacoma, WA 98402
25342xxxx0 abc*******@u**.com
slusser financial 1201 Pacific Ave, Tacoma, WA 98402 25334xxxx3
Leverage Planners - Tacoma 1201 Pacific Ave, Sixth Floor Suite, Tacoma, WA 98402 42522xxxx0
RBC Wealth Management Branch - Tacoma 1201 Pacific Ave Suite 1500, Tacoma, WA 98402 25327xxxx0
John R Mitchell - Morgan Stanley 2727 Hollycroft St Suite 330, Gig Harbor, WA 98335
25385xxxx1 acc**********@m************.com
Merrill Lynch Financial Advisor Cody J Scriver 1201 Pacific Ave #1800, Tacoma, WA 98402
25359xxxx9 ban********************@m*.com
Merrill Lynch Financial Advisor Douglas M Olmstead 1201 Pacific Ave #1800, Tacoma, WA 98402
25359xxxx2 ban********************@m*.com
CAPitalize Your Finances 3929 Bridgeport Way W #301, University Place, WA 98466
25321xxxx0 5 1
Edward Jones - Financial Advisor: Brent B Wojtanowicz, AAMS™ 3802 N 26th St, Tacoma, WA 98407
25376xxxx3 a.j*********@e**********.com 87502 100000
Thomas Wenzel - RBC Wealth Management Financial Advisor 1201 Pacific Ave Suite 1500, Tacoma, WA 98402
25327xxxx4 wms**********@r**.com 14788 16000